Branch Link Process

Linking Debtor branch accounts to Head office account 

 Debtor sub-accounts are clients that have multiple branches or outlets where the invoice is generated against the specific branch and payment is made by the Head office or main account 

 Debtor statements can thus be generated for the head office account with details of purchases by the individual branches 

 To setup and link debtor accounts to a main account: 

 Go to debtor Module> Configuration> Debtor Setup 

 Create a debtor account for each individual branch including the main head office account 

 On the head office account setup, select or activate the “is Head office” tick box 

 Close the account setup and reopen or edit 

 Click the Standard Dropdown 

 

 Select Branch Link 

 Enter the debtor code of the sub-account or branch account 

 Click add 

 

 Enter the next branch account and click add 

 Once all branch accounts have been linked: 

 Click save and close